Set a reminder in iOS Reminders to follow up whenever a Docusign envelope is completed
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Other popular DocuSign workflows and automations
1- Create DocuSign signature requests for new rows in Google Sheets
1 - When a Zoom call ends, create a signature request in DocuSign1
- Automatically create a Google Task when a customer completes their DocuSign envelope
- When a new Pipedrive activity is scheduled, create the a new signature request in DocuSign
- Whenever a Docusign envelope is completed, upload the document to Google Drive4
- Send Slack messages for new sent DocuSign envelopes
- Create DocuSign signature requests from new Acuity Scheduling appointments
- When a DocuSign envelope is completed, create a new activity in Pipedrive
Useful DocuSign and Pinboard integrations
Triggers (If this)
Any new public bookmarkThis Trigger fires every time you create a new public bookmark. NOTE: excludes bookmarks marked to read.- Envelope sentThis trigger fires when an envelope is sent.
- New public bookmark taggedThis Trigger fires every time you create a new public bookmark with a single tag you specify. NOTE: excludes bookmarks marked to read.
- Envelope completedThis trigger fires when an envelope is completed.
Actions (Then that)
- Add a public bookmarkThis Action will add a public bookmark to your Pinboard account.
- Create signature requestThis action will create a new signature request from a template.
- Add a private bookmarkThis Action will add a private bookmark to your Pinboard account.
- Add read later bookmarkThis Action will add a new bookmark to your Pinboard account to read later.
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